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Which Microsoft 365 Plan Works With Clio?

Objective:

  • Determine which Microsoft 365 plan is required for the Contact and Calendar Sync?
  • Which Microsoft Microsoft 365 subscription should I purchase to integrate with Clio?

Environment:

  • Clio Manage

Additional Information:

Answer:

To sync OneDrive with Clio, you must have one of the following Microsoft Business or Enterprise plans:

    • Microsoft 365 Business Basic
    • Microsoft 365 Business Standard
    • Microsoft 365 Business Premium
    • Microsoft 365 Enterprise

To sync Contacts and Calendars between Office 365 and Clio, you must have one of the following Microsoft Business or Enterprise plans:

    • Microsoft 365 Business Basic
    • Microsoft 365 Business Standard
    • Microsoft 365 Business Premium
    • Microsoft 365 Enterprise

To connect Microsoft Teams with Clio, you must have one of the following Microsoft Business or Enterprise plans:

    • Microsoft 365 Business Basic
    • Microsoft 365 Business Standard
    • Microsoft 365 Business Premium
    • Microsoft 365 Enterprise
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